《大行》中金降金山云(KC.US)目标价34.8%至16.3美元 AI相关业务维持高增长

阿斯达克财经
May 30, 2025

中金发表研报指,金山云(03896.HK) (KC.US)  AI相关业务维持高增长,正推动新投资模式;其首季收入按年增长10.9%至19.7亿元人民币,低于市场预期,主因是公有云业务收入入账放缓;经调整EBITDA达3.19亿元人民币,基本符合市场预期。基于目前对行业云业务前景更审慎的看法,中金将金山云2025及2026年收入预测下调各3.3%,至分别92亿及106.7亿元人民币,以预测今年...

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